One-time setup

Configure the app's connection to Supabase before first use.

  1. Go to your Supabase project: Settings → API. Copy the Project URL and the anon (public) key.
  2. Open index.html in a text editor and find the two lines near the top of the script: 
    const SUPABASE_URL = '';
const SUPABASE_ANON_KEY = '';
    Paste your values between the quotes and save.
  3. In the Supabase dashboard go to SQL Editor → New query, paste the contents of supabase-schema.sql, and click Run. This creates the tables, security rules, and email-domain allowlist.
  4. In Authentication → Providers → Email, make sure Email is enabled and Confirm email is on.
  5. Reload this page. You'll see a sign-in screen.
Linked Accounting A Certified Public Accounting Firm

Entity Map Builder

Sign in with your work Google account to continue.

Only @linkedaccounting.com and @linkedalliance.co Google accounts are allowed.

Linked Accounting Entity Map Builder

Full Client Data (Canopy Import)

Upload the Canopy Entity Map CSV export to enable one-click auto-populated maps. Whenever you type a client family name into a new map's Current Client field, an Auto-populate button will appear and build the full map for you.

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Firm Client Database

Add the names of all clients Linked Accounting handles. Any matching entity in a map will auto-flag with an amber "see separate file" badge.

Bulk-upload accepts an Excel/CSV with columns Client Name and Parent Client (parent is optional — leave blank for top-level clients). Click Template to download a pre-filled example.

Saved Maps (0)

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Current Client

The current client gets a green border and "LA" badge in the map. This is also the title of the saved map.

found in the Canopy database

Add Entities

Spreadsheet format: First row is headers. Required columns: Entity Name, Type, Category, then Owner 1, Owner 1 %, Owner 2, Owner 2 %… up to 10 owners. Optional Notes column.

Type values: Personal, Trust, LLC, SMLLC, S-Corp, C-Corp, Partnership.
Category values: person, trust, holding, operating, real-estate, other.

Drop Excel or CSV file here

or click to browse

Entities (0)

No entities added yet. Add some manually or upload a spreadsheet above.
Entity Map